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Invoice Discount

< 1 min read

Our system offers the flexibility to apply discounts at two levels:

  • Invoice-level discounts: Reduce the overall invoice amount.
  • Line-item discounts: Line items charges within the invoice.

Discount Function:

  • Click the designated button to initiate the discount process.

Discount Options:
Top Section: Bill Information

  • GL Account for Discount: Select the general ledger account where the discount amount will be reflected for accounting purposes.
  • Discount Amount: Enter the specific amount you wish to discount from the invoice total.
  • Populating GL Account: Choosing a GL account here automatically assigns the same account to all billing lines for efficient processing.

Bottom Section: Billing Lines

  • This section enables you to apply targeted discounts to individual line items within the invoice.
  • Enter the desired discount amount directly for a specific line item.

Key Points:

  • Invoice-level discounts are applied to the entire invoice amount.
  • Line-item discounts provide more granular control over specific charges.
  • Selecting a GL account at the bill information level saves time by applying it to all lines by default.

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